Nov 21

Robinhood CEO: Making Everyone An Owner

Vlad Tenev built Robinhood by breaking every rule Wall Street wrote: zero commissions when competitors charged $10, mobile-first when "serious" investors demanded desktop, a brand that made finance feel like rebellion instead of a club you'd never join.By 2021 they'd fo ... Show More

1h 5m

Nov 20

Can Community Banks Survive the Next SVB? | ModernFi CEO Paolo Bertolotti and Former Comptroller Gene Ludwig

The former bank regulator who invented deposit networks just revealed why SVB's collapse was inevitable—and why the solution that could have saved them is finally being rebuilt. Gene Ludwig ran the OCC during the Clinton administration, created a half-trillion-dollar ma ... Show More

43m 42s

Nov 19

Ben Horowitz & Marc Andreessen: Why Silicon Valley Turned Against Defense (And How We’re Fixing It)

Palmer Luckey got fired from Meta for backing the wrong candidate—now he's the hero saving American defense, and that shift tells you everything about how fast the ground moved beneath Silicon Valley's feet. For decades, tech and defense were allies, then came 15 years of host ... Show More

1h 16m

Sep 29

China Has Mass. Can America Catch Up?

Ben, Marc, and Erik Torenberg are joined by Brian Schimpf, Cofounder & CEO of Anduril, and Chris Power, Founder & CEO of Hadrian. Together, they dig into America’s defense production gap: why the U.S. can out-innovate but not out-produce—and what it will take to turn that arou ... Show More

56m 21s

Oct 16

Dan Wang - The US vs China In The 21st Century - [Invest Like the Best, EP.444]

My guest today is Dan Wang. Dan is a technology analyst and author who spent six years living in China studying its manufacturing ecosystem and tech development, best known for his new book Breakneck. Dan offers the most nuanced framework I've encountered for understanding US-Chi ... Show More

1h 35m

Sep 12

China and the limits of its ‘engineering state’. With Dan Wang

China has become a superpower because of its ability to build bridges, cars and electronics at an astonishing pace. But breakneck growth comes with problems. The country is grappling with overproduction and deflation, and policymakers in Beijing are attempting to jumpstart consum ... Show More

28m 24s

Aug 25

America's lawyers vs. China's engineers

America has a hard time building stuff. Roads. Trains. Bridges. Housing. Everything takes seemingly forever. Meanwhile, China seems to have no trouble at all: high-speed rails, solar panels, electric cars, bridges, ports, all churned out at breakneck speed. Why is that? Sean's gu ... Show More

51m 37s

Aug 28

China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they dive deep into China’s explosive innovation across AI and EVs, the rise of open-source models, lessons for U.S. competitiveness, the real story on tar ... Show More

1h 6m

Aug 13

#477 – Keyu Jin: China’s Economy, Tariffs, Trade, Trump, Communism & Capitalism

Keyu Jin is an economist specializing in China's economy, international macroeconomics, global trade imbalances, and financial policy. She is the author of The New China Playbook: Beyond Socialism and Capitalism. Thank you for listening ❤ Check out our sponsors: https://lexfridm ... Show More

1h 57m

Sep 4

China’s Quest to Engineer the Future: A Conversation with Dan Wang

In this joint episode of Pekingology and the ChinaPower Podcast, CSIS Freeman Chair Senior Fellow Henrietta Levin and co-host CSIS China Power Project Deputy Director and Fellow Brian Hart are joined by Dan Wang to discuss his new book, Breakneck: China’s Quest to Engineer the Fu ... Show More

34m 34s

Aug 25

If Americans Are Lawyers and Chinese Are Engineers, Who Is Going to Win?

The United States and China are constantly looking for a leg up in their rivalry for geopolitical primacy. But what if the real advantage lies in adopting a bit of the other’s culture? A new book makes the case that while China has become an engineering state obsessed with buildi ... Show More

44m 58s

Sep 19

647. China Is Run by Engineers. America Is Run by Lawyers.

In his new book “Breakneck,” Dan Wang argues that the U.S. has a lot to learn from China. He also says that “no two peoples are more alike.” We have questions. <ul><li>SOURCES:<ul><li><a href="https://danwang.co/about/">Dan Wang</a>, research fellow ... Show More

1h 1m

Sep 4

Does the Future Belong to China?

Is the United States still a worthy opponent for China? In this episode, Ross Douthat talks to Dan Wang, the author of “Breakneck: China’s Quest to Engineer the Future,” about the alarming speed at which China is able to build and could blow America out of the water.<ul><l ... Show More

1h 5m

Can the US Beat China’s Engineering Stat...